Whitestone REIT
WSRDelisted Jul 14, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001175535
Whitestone REIT was delisted on Jul 14, 2026; its insiders filed their last Form 4 on Jul 15, 2026; 217 institutions reported holding it in 13F filings for Q2 2026, worth $783.5M in total; no superinvestor held it.
13F holders, Q1 2026
Institutional positions in Whitestone REIT as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 221
- +13 vs. Q4 2025
- Shares held
- 33.9M
- +5.70M (+20.3%) vs. Q4 2025
- Total value
- $546.8M
- +$156.1M (+39.9%) vs. Q4 2025
- New holders
- 34
- 85 more added
- Sold out
- 21
- 58 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 217 | $783.5M |
| Q1 2026 | 221 | $546.8M |
| Q4 2025 | 211 | $466.0M |
| Q3 2025 | 207 | $402.0M |
| Q2 2025 | 200 | $406.3M |
| Q1 2025 | 202 | $473.4M |
| Q4 2024 | 195 | $460.0M |
| Q3 2024 | 182 | $416.5M |
| Q2 2024 | 165 | $411.6M |
| Q1 2024 | 161 | $385.7M |
| Q4 2023 | 164 | $396.0M |
| Q3 2023 | 160 | $288.5M |
| Q2 2023 | 155 | $281.3M |
| Q1 2023 | 164 | $265.7M |
| Q4 2022 | 159 | $290.0M |
| Q3 2022 | 161 | $258.4M |
| Q2 2022 | 177 | $339.8M |
| Q1 2022 | 164 | $417.6M |
| Q4 2021 | 154 | $288.7M |
| Q3 2021 | 150 | $266.6M |
| Q2 2021 | 151 | $203.6M |
| Q1 2021 | 127 | $220.6M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Whitestone REIT; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mariner, LLC | 13,925 | $224.9K | 0.00% | +691+5.2% | Added |
| Creative Planning | 14,061 | $227.1K | 0.00% | +1,111+8.6% | Added |
| CI Private Wealth, LLC | 14,613 | $236.0K | 0.00% | +106+0.7% | Added |
| Doliver Advisors, LP | 16,000 | $258.4K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 16,619 | $268.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 16,714 | $269.9K | 0.00% | −2,238−11.8% | Reduced |
| Neuberger Berman Group LLC | 17,162 | $277.2K | 0.00% | +2,516+17.2% | Added |
| Victory Capital Management Inc | 17,403 | $281.1K | 0.00% | −143−0.8% | Reduced |
| Daiwa Securities Group Inc. | 17,713 | $286.1K | 0.00% | +859+5.1% | Added |
| State of Tennessee, Treasury Department | 17,784 | $287.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 18,000 | $290.7K | 0.12% | +18,000 | New |
| Gross & Hartman Investments LLC | 18,162 | $293.3K | 0.15% | +2,820+18.4% | Added |
| Safe Harbor Family Capital, LLC | 18,162 | $293.3K | 0.23% | +2,820+18.4% | Added |
| Vanguard Global Advisers, LLC | 18,216 | $294.2K | 0.00% | +18,216 | New |
| D. E. Shaw & Co., Inc. | 19,220 | $310.4K | 0.00% | +19,220 | New |
| Janus Henderson Group PLC | 19,815 | $319.9K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 19,900 | $321.4K | 0.01% | −700−3.4% | Reduced |
| Natixis Advisors, L.P. | 20,042 | $324.0K | 0.00% | +20,042 | New |
| Resona Asset Management Co.,Ltd. | 20,526 | $330.5K | 0.00% | +1,390+7.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 21,172 | $341.9K | 0.00% | +208+1.0% | Added |
| Illinois Municipal Retirement Fund | 21,216 | $342.6K | 0.00% | −3,088−12.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 22,016 | $356.2K | 0.00% | +22,016 | New |
| Worth Venture Partners, LLC | 22,300 | $360.1K | 1.14% | +7,000+45.8% | Added |
| Cetera Investment Advisers | 22,586 | $364.8K | 0.00% | +2,175+10.7% | Added |
| New York State Common Retirement Fund | 22,910 | $370.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 23,151 | $373.9K | 0.00% | −61,170−72.5% | Reduced |
| Hancock Whitney Corp | 19,991 | $378.6K | 0.01% | −1,197−5.6% | Reduced |
| Point72 Asset Management, L.P. | 23,872 | $385.5K | 0.00% | +23,872 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,728 | $399.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 25,457 | $411.1K | 0.00% | +2,011+8.6% | Added |
| Susquehanna International Group, LLP | 25,678 | $414.7K | 0.00% | +25,678 | New |
| Denali Advisors LLC | 25,701 | $415.1K | 0.05% | −13−0.1% | Reduced |
| AlphaCentric Advisors LLC | 28,490 | $460.1K | 0.46% | −1,510−5.0% | Reduced |
| Crossingbridge Advisors, LLC | 28,490 | $460.1K | 0.08% | −1,510−5.0% | Reduced |
| Citigroup Inc | 31,512 | $508.9K | 0.00% | +10,478+49.8% | Added |
| Thrivent Financial for Lutherans | 32,229 | $520.0K | 0.00% | +1,378+4.5% | Added |
| Garner Asset Management Corp | 33,328 | $538.2K | 0.21% | −5,193−13.5% | Reduced |
| Deutsche Bank AG | 33,881 | $547.2K | 0.00% | +2,292+7.3% | Added |
| Vanguard Asset Management, Ltd | 34,098 | $550.7K | 0.00% | +34,098 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 35,330 | $570.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 38,149 | $616.1K | 0.01% | +7,372+24.0% | Added |
| Franklin Resources Inc | 38,193 | $616.8K | 0.00% | −92−0.2% | Reduced |
| Russell Investments Group, Ltd. | 38,694 | $624.9K | 0.00% | +1,962+5.3% | Added |
| Martingale Asset Management L P | 39,110 | $631.6K | 0.02% | +1,400+3.7% | Added |
| Citadel Advisors LLC | 41,281 | $666.7K | 0.00% | +14,401+53.6% | Added |
| Alliancebernstein L.P. | 49,178 | $683.1K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 42,713 | $689.8K | 0.00% | +8,678+25.5% | Added |
| California State Teachers Retirement System | 43,209 | $697.8K | 0.00% | −336−0.8% | Reduced |
| Horizon Investments, LLC | 43,584 | $703.9K | 0.01% | −2,605−5.6% | Reduced |
| EP Wealth Advisors, LLC | 43,897 | $708.9K | 0.00% | +11,961+37.5% | Added |
| LPL Financial LLC | 44,740 | $722.5K | 0.00% | +3,861+9.4% | Added |
| Greenland Capital Management LP | 45,000 | $726.8K | 0.15% | −20,000−30.8% | Reduced |
| Stephens Inc | 45,728 | $738.5K | 0.01% | +6,368+16.2% | Added |
| State of Alaska, Department of Revenue | 47,287 | $762.0K | 0.01% | +80+0.2% | Added |
| Virginia Retirement Systems Et Al | 49,017 | $791.6K | 0.01% | +7,300+17.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 49,200 | $794.6K | 0.12% | +49,200 | New |
| Gabelli Funds LLC | 53,374 | $862.0K | 0.01% | +53,374 | New |
| Renaissance Technologies LLC | 53,811 | $869.0K | 0.00% | −64,489−54.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,198 | $875.3K | 0.00% | +445+0.8% | Added |
| Federated Hermes, Inc. | 54,407 | $878.7K | 0.00% | +4,949+10.0% | Added |
| Prelude Capital Management, LLC | 60,000 | $969.0K | 0.07% | −12,600−17.4% | Reduced |
| Great West Life Assurance Co | 60,844 | $985.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 62,924 | $1.02M | 0.00% | +7,530+13.6% | Added |
| Asset Management One Co.,Ltd. | 65,025 | $1.05M | 0.00% | +250.0% | Added |
| Engineers Gate Manager LP | 66,512 | $1.07M | 0.01% | +17,886+36.8% | Added |
| Nomura Asset Management Co Ltd | 69,200 | $1.12M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 70,865 | $1.14M | 0.00% | +3,919+5.9% | Added |
| Quantinno Capital Management LP | 70,875 | $1.14M | 0.00% | +27,187+62.2% | Added |
| New York State Teachers Retirement System | 71,802 | $1.16M | 0.00% | −1,523−2.1% | Reduced |
| Intech Investment Management LLC | 75,679 | $1.22M | 0.01% | +27,678+57.7% | Added |
| Prudential Financial Inc | 77,213 | $1.25M | 0.00% | −9,500−11.0% | Reduced |
| Voya Investment Management LLC | 81,057 | $1.31M | 0.00% | −248−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 81,865 | $1.32M | 0.00% | +35,783+77.7% | Added |
| Nuveen, LLC | 88,841 | $1.43M | 0.00% | −108,420−55.0% | Reduced |
| Swiss National Bank | 90,600 | $1.46M | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 94,790 | $1.53M | 0.01% | +88,290+1,358.3% | Added |
| Jane Street Group, LLC | 96,128 | $1.55M | 0.00% | +57,635+149.7% | Added |
| Legal & General Group Plc | 102,248 | $1.65M | 0.00% | −13,627−11.8% | Reduced |
| UBS Asset Management Americas Inc | 109,209 | $1.76M | 0.00% | +107,090+5,053.8% | Added |
| Raymond James Financial Inc | 113,661 | $1.84M | 0.00% | −881−0.8% | Reduced |
| Barclays PLC | 118,740 | $1.92M | 0.00% | −111,364−48.4% | Reduced |
| Rhumbline Advisers | 129,943 | $2.10M | 0.00% | +2,257+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 134,060 | $2.17M | 0.04% | +12,930+10.7% | Added |
| HSBC Holdings PLC | 139,304 | $2.27M | 0.00% | +41,476+42.4% | Added |
| Royal Bank of Canada | 141,217 | $2.28M | 0.00% | +32,547+30.0% | Added |
| Exchange Traded Concepts, LLC | 147,687 | $2.39M | 0.02% | −8,347−5.3% | Reduced |
| First Trust Advisors LP | 150,945 | $2.44M | 0.00% | +849+0.6% | Added |
| Public Sector Pension Investment Board | 160,639 | $2.59M | 0.01% | +5,106+3.3% | Added |
| Bank of America Corp | 162,744 | $2.63M | 0.00% | −12,279−7.0% | Reduced |
| Wells Fargo & Company | 163,527 | $2.64M | 0.00% | −33,103−16.8% | Reduced |
| Ameriprise Financial Inc | 168,102 | $2.71M | 0.00% | −23,747−12.4% | Reduced |
| Principal Financial Group Inc | 218,266 | $3.52M | 0.00% | +4,249+2.0% | Added |
| Kennedy Capital Management, Inc. | 225,498 | $3.64M | 0.08% | +4,096+1.9% | Added |
| Invesco Ltd. | 253,172 | $4.09M | 0.00% | −17,281−6.4% | Reduced |
| FMR LLC | 259,403 | $4.19M | 0.00% | +33,740+15.0% | Added |
| JPMorgan Chase & Co | 270,577 | $4.36M | 0.00% | −43,362−13.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 272,874 | $4.41M | 0.02% | +14,858+5.8% | Added |
| Larson Financial Group LLC | 275,226 | $4.44M | 0.14% | +12,034+4.6% | Added |
| Colony Capital, Inc. | 283,000 | $4.57M | 0.29% | −82,600−22.6% | Reduced |
| Vanguard Fiduciary Trust Co | 289,143 | $4.67M | 0.00% | +289,143 | New |